Quad Cities Investment Group, LLC
Your financial goals, aspirations, and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, Quad Cities Investment Group will work first to gain a clear understanding of what you need. Only then can we provide you with the combination of financial services, support, and guidance that make the most sense for you. And we’ll be here to help you each step of the way; improving the efficiency and safety of your financial journey – wherever you are in life.
Quad Cities Investment Group, LLC is a Registered Investment Adviser. This material is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Quad Cities Investment Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Quad Cities Investment Group, LLC unless a client service agreement is in place.
Representatives of our firm are insurance agents/brokers. They offer insurance products and receive customary fees as a result of insurance sales. A conflict of interest exists as these insurance sales create an incentive to recommend products based on the compensation adviser and/or our supervised persons earn. To mitigate this conflict, our firm will act in the client's best interest.
At Quad Cities Investment Group, our team-based approach to financial planning and investment management takes advantage of the individual strengths of each of our team members, offering you a broader scope of expertise than you will likely find in any one person.
Team
Scott Stoltenberg, CPA Founding Partner, Advisor
Laura Swift, Founding Partner, Advisor
Christine McElvania, CFA, CFP®, Partner, Advisor
Mark Grywacheski, Partner, Advisor
Jenny DeLaPaz, Partner, Operations Manager
Jeremy Hauer, CFP®, Advisor
David Borcherding, Advisor
Amy Kramer, Compliance Manager
Angela McDonough, Client Relations Associate
Amy Kolner, Marketing Director
Address: 5177 Utica Ridge Road, Davenport, IA 52807, USA
Phone: +1 563 484 5000
FAX: +1 563 449 5651
